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businessAug 28, 202519:18pending

How to Change Careers at 55 Without Ruining Retirement

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After years in the corporate world, you’re ready for something different. Something hands-on, flexible, or more meaningful. But the big question looms: will it wreck your retirement plan? In this episode, Phil dives into the financial and personal realities of changing jobs at 55, showing how to make the leap thoughtfully while still protecting your long-term goals.

Here’s some of what we discuss in this episode:

📈 Why rerunning your numbers can save your future plans

💸 The real risks of dipping into retirement accounts early

⚕️ Surprising costs you face when you lose employer benefits

💡 Smart business planning for your second-act career

 

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Get your copy of The Tax-Smart Retiree: https://www.thetaxsmartretireebook.com/welcome

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How to Change Careers at 55 Without Ruining Retirement

Phil's Tax Hacks

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